Import and Create New Customers in SkyTab Lighthouse Business Manager

Description: Learn how to import customer lists and update customer information in the article below. 

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To watch more how-to videos, visit our video section.

Select Customers > Customer Database from the left navigation menu.

Import Customers

To import existing customer contact information, utilize the downloadable template located under the Import Contacts button on the top right of the page. You can upload this file in any format, but it needs to be in this template to ensure the correct format and aid the editing process.

Note: Breaking down the file into groups of 100 tends to work better than importing all customers at once.

Note: While editing the template - remove any dashes, dots, or parenthesis from phone numbers.

Once the information is added to the template, select the Import Customers button again to begin the upload process.

The user can download a template from this screen or click Choose File to upload a template that has been completed. The following file types are supported:

• CSV
• TSV
• XLS
• XLSX

Drag and drop the file to the screen or click the Choose File button. Once the template is added, confirm the information in the Map Data section by selecting Next. Import data to complete the process.

Add a new Customer

The Create New Customer option allows the user to add customers without a template manually. The following information can be added in this section:

• First Name
• Last Name
• Phone Numbers: Multiples can be added by clicking on the Add Phone Number link (enter numbers only - do NOT include dashes, dots or parenthesis)
• Emails: Multiples can be added by clicking on the Add Email link
• Customer Addresses: Multiples can be added by clicking on the Add Address link
• Comment

Once the user has completed adding customers, there are two options for exporting the information found here, printing and downloading. CSV, Excel, and PDF are the download options we have available for customers.